Lighthouse Macro
Lighthouse Macro, Bob Sheehan, CFA, CMTTransforming complex economic data into clear, actionable macro and cross-asset insights.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 13 | Subscribers | Read | lighthousemacro.com |
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Latest Issues
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Collateral Fragility
## August 19, 2025
Cracks in the Foundation
The foundation of demand for U.S. Treasuries, particularly at the long end of the curve, is showing signs of structural weakness. Yesterday's 10-year auction tailed 1.125 basis points—meaning it sold at a higher yield than expected—the firs...
Bullion Brilliance
## Introduction
The Vanishing Job-Hopper Premium
## Executive Summary
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Authors
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Macro, illuminated.
Global Macro | Market Strategy | Data Science
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